Customer Self-Registration Settings

Ultimate Plan

The Customer Self-Registration settings allow you to design a customized registration experience for customers before they arrive for their appointment. This pre-appointment data collection streamlines your in-store process and captures valuable customer information.

Contents

• Registration Methods
  • Direct Link Registration
  • Appointment-Based Registration
• Registration Form Structure
  • Page Types
  • Page Configuration Options
  • Page Organization
• Best Practices
  • Form Design
  • Content Guidelines
  • Testing
• Maintenance

Registration Methods

There are three ways customers can register in your system:

Direct Link Registration

A standalone registration page that can be accessed via a unique URL. This is particularly useful for:

• Setting up in-store tablets for walk-in customers
• Sharing the registration link with customers before their visit
• Quick registration during store visits

Appointment-Based Registration

Configure when customers receive registration invitations:

• Automatic Registration on Confirmation: Enable this option to automatically include a registration link in appointment confirmation emails. Customers can access the registration form directly from their appointment details.

• Manual Invitation: Send registration invitations manually from appointment records. You can customize the invitation email text to match your branding and communication style.

Registration Form Structure

The registration form is organized into pages that customers navigate through sequentially. Each page can be configured for specific purposes and customer types.

Page Types

1. Text Content Only: Informational pages containing:

   • A title (heading text)
   • Descriptive content (body text)
   • Useful for welcome messages, instructions, or policies

2. System Field Mapping: Collects standard CloudBridal information:

   • Customer details (name, email, phone)
   • Event information
   • Other built-in system fields

3. Custom Field Mapping: Gathers information for your custom fields:

   • Fields you've defined in Customer Settings
   • Specialized information unique to your business

4. System Pages: Required structural pages including:

   • Introduction page
   • Review page for verifying entries
   • Completion page

Page Configuration Options

Each page can be customized with:

Display Settings

• Display Mode:
  • Always Display: Shows in all registration contexts
  • In-Store Registration Only: Appears only when using the direct link
  • Online Registration Only: Shows only for self-registration from home
  • Hide: Temporarily disables the page

Content Settings

• Heading Text: The title or question for the page
• Body Text: Additional explanatory content or instructions
• Required Answer: Make responses mandatory
• Customer Type Specific: Show pages only to certain customer types (e.g., brides, bridesmaids)

Page Organization

• Pages can be reordered by dragging and dropping
• Hidden pages can be viewed and managed using the "Display Hidden Pages" toggle
• System pages (Introduction and Finish) maintain their fixed positions

Best Practices

Form Design

• Progressive Disclosure: Organize information from general to specific
• Logical Grouping: Keep related questions together
• Clear Instructions: Provide context for why information is being collected
• Mobile-Friendly: Keep in mind many customers will register on mobile devices

Content Guidelines

• Concise Questions: Keep headings clear and direct
• Helpful Context: Use body text to provide additional explanation when needed
• Required Fields: Only make fields mandatory if the information is essential
• Customer Type Targeting: Use customer type filtering to show relevant questions only

Testing

Before launching your registration form:

1. Preview the form using the built-in preview feature
2. Test on both desktop and mobile devices
3. Complete the registration process as different customer types
4. Verify that conditional pages display correctly
5. Check that all required information is being collected

Maintenance

Regular form maintenance ensures optimal performance:

• Review completion rates to identify potential friction points
• Update questions based on staff feedback
• Adjust required fields based on business needs
• Keep instructional content current with your policies
• Remove or hide unused pages to streamline the experience